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Our Services: Trusts & Estates

Executors, beneficiaries, and attorneys look to us for fiduciary income tax and estate tax planning and preparation.

The services we provide to trusts and estates include the following:

Accounting

• Paying bills
• Checking account reconciliations
• Preparation of financial statements and reports

Consulting

• Analyzing financial objectives
• Reviewing investment policy and performance

Fiduciary Income Taxes

• Tax planning
• Minimizing taxes
• Achieving objectives
• Tax preparation and compliance

Estate Taxes

• Planning for estate taxes
• Preparation of estate and gift tax returns

Trusts and estates often involve complex tax issues and there simply is not substitute for experience. Our experience will help guide you through the difficult task of calculating and reporting trust income to beneficiaries. We will assist you in dealing with the hard, cold realities of the income and estate tax consequences at death.